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JPMorgan Chase
JPM

Overview Fund Activity

2,816 hedge funds and large institutions have $206B invested in JPMorgan Chase in 2020 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 1,309 increasing their positions, 1,139 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,816
Holders Change
-22
Holders Change %
-0.78%
% of All Funds
56.97%
Holding in Top 10
280
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-16.42%
% of All Funds
5.66%
New
109
Increased
1,309
Reduced
1,139
Closed
108
Calls
$4.25B
Puts
$5.64B
Net Calls
-$1.39B
Net Calls Change
+$211M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.01B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.01B
3
Franklin Resources
Franklin Resources
California
+$707M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$666M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$293M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.04B
2
Bank of America
Bank of America
North Carolina
-$613M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$427M
5
BlackRock
BlackRock
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1001
Jacobi Capital Management
Pennsylvania
$5.8M +$88.4K +914 +2%
RC
1002
RegentAtlantic Capital
New Jersey
$5.79M -$85.4K -887 -1%
GAB
1003
German American Bancorp
Indiana
$5.78M +$30.5K +317 +0.5%
NM
1004
NWI Management
New York
$5.78M – – –
BRCM
1005
Bright Rock Capital Management
Massachusetts
$5.78M +$770K +8,000 +15%
IPW
1006
Inlet Private Wealth
Florida
$5.77M +$194K +2,020 +3%
HCM
1007
Huber Capital Management
California
$5.76M -$5.8M -60,200 -50%
ISB
1008
Iowa State Bank
Iowa
$5.76M +$347K +3,602 +6%
FWM
1009
Frontier Wealth Management
Missouri
$5.74M -$1.01M -10,466 -15%
BMM
1010
Buffington Mohr McNeal
Idaho
$5.71M -$331K -3,438 -5%
BWM
1011
Buckley Wealth Management
Nevada
$5.7M -$125K -1,295 -2%
MCM
1012
Maltese Capital Management
New York
$5.69M +$3.28M +34,100 +136%
RWM
1013
Rench Wealth Management
Texas
$5.67M -$11.2K -116 -0.2%
GFA
1014
Gifford Fong Associates
California
$5.66M – – –
MCM
1015
Mengis Capital Management
Oregon
$5.66M +$108K +1,127 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
1016
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.63M +$1.03M +10,702 +22%
SGCA
1017
Steel Grove Capital Advisors
Tennessee
$5.63M -$19.5K -203 -0.3%
CIC
1018
Cutler Investment Counsel
Oregon
$5.61M +$16.1K +167 +0.3%
MC
1019
Miramar Capital
Illinois
$5.6M +$6.86K +67 +0.1%
PTC
1020
Philadelphia Trust Company
Pennsylvania
$5.58M +$154K +1,602 +3%
UFG
1021
United Fire Group
Iowa
$5.56M – – –
FMC
1022
First Merchants Corp
Indiana
$5.55M +$236K +2,456 +4%
LWANC
1023
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.55M +$12.2K +127 +0.2%
DAS
1024
Dynamic Advisor Solutions
Arizona
$5.54M +$191K +1,986 +4%
WIS
1025
Wright Investors Service
Connecticut
$5.54M -$106K -1,104 -2%
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